Introduction
This article provides an overview of the requirements needed to complete a successful integration with Salesforce.
Salesforce Edition Support
We only support Enterprise, Unlimited, and Performance. We do not support Group, Professional, or Developer Editions of Salesforce.
Salesforce Permissions
Everything is easier if you make the Salesforce user connecting Demandbase and Salesforce together an Admin user.
If you want to customize the exact permissions for the user syncing Demandbase and Salesforce together, here's what we need.
Recommended Permissions
Read Access:
- Accounts
- Campaigns and Campaign Members
- Contacts
- Leads
- Activities (Events and Tasks)
- Users - To show lead owner information (owner name on account or lead).
- Queues - Same as users, leads can be assigned to queues too.
- Opportunities - We use Opportunities for two different reasons:
-
- Used to create our Program Impact Report (we tie campaign membership to sales cycle results such as the # of accounts that reached success in the campaign).
- We allow you to group or filter by Open Opportunity Status (for example, show me every open opportunity).
- Reports - System Permission to Run Reports, as well as "View Reports in Public Folders".
- Quick Note on Roles / Hierarchy: You need to ensure our integration user can see the Accounts, Contacts, Leads, Opportunities, etc. that encompass the records you will use Demandbase with.
Write/Edit Access:
- Accounts
- Contacts
- Leads
- Tasks (for Activity Logging)
Any data from non-Salesforce sources will not be written back to your Salesforce org.
User Settings:
The user needs to have the Marketing User checkbox checked in order to use the Salesforce Actions for Campaign Members.
Bare Minimum Permissions
Read Access:
- Accounts
- Campaigns and Campaign Members
- Contacts
- Leads
Write/Edit Access:
- Accounts
- Contacts
- Leads
What Will Integrating Do?
Our integration is very light-weight. We have a small AppExchange package that helps set up our lead to account matching and provides the fields we'll write your engagement data to. We only write to fields we create. You can add these fields to your page layouts as you see fit.
Out of the box, we're not going to change anything until you explicitly indicate what accounts we should be updating and if and how we should do our lead to account matching.
Dedicated Demandbase User in Salesforce (Best Practice)
You'll need a Salesforce user that will be used by Demandbase to synchronize with Salesforce via the Salesforce API. We highly recommend having a dedicated Salesforce Demandbase user as a best practice. If you do not do this and the employee whose account is connected leaves or changes roles, it will be much harder to update.